Capstan Financial Consulting Group - Sarasota (FL)

Ann Dixone I would recommend Charley in a heartbeat! He communicated with me all the way through the refi process in a manner second to none. Quick and easy! Just the way I wanted it. Thank you Charley for all your leg work!

Luis Collazo She have been my financial advisor for over 5 years. I always recommend people to her. If you are looking for a financial advisor she is the perfect person for that. She is super friendly and down to earth. She can also help you with you 401K or open an additional retirement account.

Nancy Lightbody Ive been with Blue Wave Wealth Management for a long while, and I can confidently say that choosing them for my financial planning was one of the best decisions I’ve ever made. Thanks to their expert guidance, I’m now enjoying a comfortable and stress-free retirement. Joe Salahshour has been my trusted advisor . His experience, attention to detail, and genuine care for his clients truly set him apart. He doesn’t just manage money—he builds lasting relationships. Joe has always treated me like family, and he’s done incredibly well by both me and my loved ones. I have full confidence in his advice and his approach to wealth management. If youre looking for someone who will always put your best interests first, I highly recommend Blue Wave Wealth Management and Joe Salahshour.

Brittani Glynn Magee ⭐⭐⭐⭐⭐ Working with Justis Cousins and his wife Ryann has completely transformed how I approach my finances. Coming from a background where financial wellness wasn’t deeply taught, I was looking for someone who could not only advise me—but educate me. That’s exactly what they’ve done, and more. Our initial meetings were thorough, informative, and zero pressure—just honest, thoughtful guidance. But the experience of working with them was so exceptional that I now have my retirement plan, disability insurance, and life insurance all set up through them. Through Northwestern Mutual, they gave me a full analysis of my current financial picture—assets, debts, investments—and helped me chart a strategic, actionable path toward both short-term wins and long-term wealth. Justis and Ryann are professional, patient, consistent, and brilliant educators. They also leverage their network to ensure I always have access to the best possible information. It’s never too early or too late to get serious about your finances. And with the right advisors, it can actually feel empowering. Highly recommend this dynamic duo!

William Cooper Immediately after hurricane Michael I needed a notary for paperwork to get my roof replaced. I walked into centennial Bank with no account and they provided me with a notary for no charge. Back then I was so grateful for any good thing that could happen and they sure did step up and give me that good thing. So I just moved back to the area and opened an account at centennial Bank today. Thanks to the teller back 3 years ago and Tiffany the manager. Good people good bank!

Roy Simmons The staff here are extremely helpful and want to see future/students succeed

LOVE PHILLIPS III Personable, professional service.